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Calvert Investment Management’s Estee Lauder EL Stock Holding History

Calvert Investment Management’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-26,914
Closed -$2.06M – 192
2016
Q4 		$2.06M Sell
26,914
-1,152
-4% -$93.6K 0.08% 286
2016
Q3 		$2.49M Buy
28,066
+1,637
+6% +$149K 0.09% 268
2016
Q2 		$2.41M Buy
26,429
+640
+2% +$59.7K 0.1% 228
2016
Q1 		$2.43M Buy
25,789
+4,258
+20% +$380K 0.11% 196
2015
Q4 		$1.9M Buy
21,531
+4,595
+27% +$391K 0.09% 211
2015
Q3 		$1.37M Buy
16,936
+942
+6% +$78.9K 0.07% 182
2015
Q2 		$1.39M Buy
15,994
+6,284
+65% +$542K 0.06% 196
2015
Q1 		$807K Buy
9,710
+846
+10% +$66.6K 0.05% 254
2014
Q4 		$675K Buy
8,864
+611
+7% +$45.1K 0.05% 273
2014
Q3 		$617K Buy
+8,253
New +$621K 0.05% 272

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Calvert Investment Management's EL Position: Q1 2017 in Review

Calvert Investment Management sold out of Estee Lauder (EL) in Q1 2017, closing a stake of 26,914 shares — an estimated $2.06M sold.

Calvert Investment Management first reported a position in EL in Q3 2014 and held it in 10 quarters. The position peaked at $2.49M in Q3 2016. 649 funds tracked by Wall St. Rank hold EL as of Q1 2017.

  • Calvert Investment Management reported no remaining Estee Lauder position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 26,914 Estee Lauder shares in Q1 2017, an estimated $2.06M.
  • Calvert Investment Management first reported a position in Estee Lauder in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's Estee Lauder position peaked at $2.49M in Q3 2016.
  • 649 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.